Krishna Kumar Karwa

Speaking to CNBC-TV18, Krishna Kumar Karwa, MD and CEO at Emkay Global Financial Services, said pharma and IT could give relatively better returns in 12-18 months.

GST rollout & bank NPAs biggest market triggers: Emkay Global

The Indian economy may have improved considerably owing to a good monsoon, but Karwa says the earnings may only improve in the second half of current fiscal and will hold strong till the end of FY18.

Earnings pick-up to take a few more quarters: Emkay Global

Investors are open to backing new ideas according to Emkay Global Financial Services. The investment advisory says that the rural economy needs more time to pick up and that the the acceleration in segments catering to these sectors will likely be seen in second half of fiscal year 2016-17.

One needs to have guts to take contrarian market bets: Emkay

The Indian market is likely to continue its upward trend for the next 2-3 years. Investors will have to rummage through the overpriced pockets in the market, says Krishna Kumar Karwa, MD & CEO of Emkay.

Equities to outperform over 3-5 yrs; stay invested: Emkay Global

Over the next 3-5 year period equity as an asset class is sure to outperform and give superior returns is the word coming from Krishna Kumar Karwa, Emkay Global Financial Services.

Still a buyers' mkt; time to reshuffle portfolio: Experts

With the Indian equity market today posting stellar gains backed by largecap stocks and Nifty scaling back the historic highs of 8000, it still remains a buyers‘ market believe market experts.

Important trigger for mkt is upcoming monsoon; like autos: Emkay

The market is going through a consolidation phase in range of 7700-7900 level, says Krishna Kumar Karwa, Managing Director of Emkay Global Financial Services.

Bet on cos with strong balancesheets; bullish IT, pharma: Emkay

Krishna Kumar Karwa of Emkay Global Financial Services advises investors to be cautiously optimistic and says while India will benefit from lower oil prices, there will be some collateral damage in the short-term due to a fall in commodity prices

Consumption on mend; these sectors will benefit: Emkay

The new year is going to herald the start of a consumption boom, thanks to robust government spending as well as with measures such as the implementation of the Pay Commission recommendations coming in, says Krishna Kumar Karwa, Managing Director of Emkay Global Financial Services.

Bottom up approach important; see more downgrades: Emkay

Krishna Kumar Karwa of Emkay Global Financial Services says from now to year-end, the market will be focussing on a few important events such as the US Federal Reserve rate hike and the government's reforms push

Not SIT, market merely reacting to poor Q1 nos: Emkay

Krishna Kumar Karwa of Emkay Global Financial Services says an investor's portfolio must have financials and capital goods apart from pharmaceuticals and fast-moving consumer goods.

Revival seen only post 5 quarters; like PSU banks: Emkay

While the Indian equity market has discounted poor Q4 earnings, days of robust numbers are still far, says Krishna Kumar Karwa, managing director, Emkay Global Financial Services.

Mkt may see new highs before H1 2015-end: Emkay

Krishna Kumar Karwa, MD, Emkay Global Financial Services believes it is possible to see the market take out new highs before the first half of FY15. But for it to sustain, it has to be supported by earnings growth, he cautions.

Rate cut no reason to buy realty; like autos, banks: Emkay

Karwa expects the market to deliver returns of 12-15 percent this year, and says there is a possibility of the RBI again cutting interest rates at its policy review on February 3

Krishna Kumar Karwa bullish on auto ancillaries

Krishna Kumar Karwa, MD at Emkay Global Financial Services is bullish on auto ancillaries.

Don‘t try to time market; OMCs, paint cos to benefit: Emkay

He sees falling crude prices as being a key positive for the Indian economy, and expects oil marketing companies and paint companies to be the major beneficiaries of this trend

Invest in Infosys, Wipro, HCL Tech: Krishna Kumar Karwa

Krishna Kumar Karwa, MD of Emkay Global Financial Services is of the view that one may invest in Infosys, Wipro and HCL Technologies.

Buy HDFC Bank on correction: Krishna Kumar Karwa

Krishna Kumar Karwa, MD of Emkay Global Financial Services advises buying HDFC Bank on correction.

Buy from medium-term view; bet on IT, cap goods: Emkay

Krishna Kumar Karwa suggests adopting a stock specific approach. He says investors looking to play the election theme can buy L&T and Thermax from the capital goods sector.

Krishna Kumar Karwa positive on Tech Mahindra

Krishna Kumar Karwa, MD at Emkay Global Financial Services is positive on Tech Mahindra.

Expect decent returns in Blue Star, Voltas: Emkay

Krishna Kumar Karwa, MD at Emkay Global Financial Services is of the view that Blue Star and Voltas should offer decent return to investors.

Krishna Kumar Karwa positive on Larsen & Toubro

Krishna Kumar Karwa, MD of Emkay Global Financial Services is positive on Larsen and Toubro.

See Nifty in 6000-6100 range; bullish on Infosys: Emkay

Infosys has not underperformed the benchmark index in the last three months and Krishna Kumar Karwa, MD, Emkay Global Financial Services is positive on the company on a top-down and medium-term perspective.

Krishna Kumar Karwa positive on Infosys

Krishna Kumar Karwa, MD of Emkay Global Financial Services is positive on Infosys. "In terms of volatility probably tomorrow will be a day when it will not be as volatile as it has been in the earlier quarters," he adds.

Banks to consolidate if policy turns out hawkish: Emkay

If there is a pragmatic view and if the policy pronouncements are positive then that becomes more rally in the banking sector. Otherwise, there has been a decent rally and banks should consolidate at these levels, says Krishna Kumar Karwa, MD, Emkay Global Financial Services.